Facebook + Lead Scoring + Insightly integration

Use Autopilot to create journeys that use the Facebook, Lead Scoring and Insightly integrations.

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Marketing Automation ideas to integrate Facebook, Lead Scoring and Insightly.

Facebook Lead Ad Submitted to Add to Facebook Custom Audience to Change Score

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Check Insightly Contact Field to Has Submitted Facebook Lead Ad to Change Score

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Add Insightly Opportunity to Change Score to Add to Facebook Custom Audience

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Facebook Lead Ad Submitted to Update Insightly Contact Field to Change Score

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Facebook Lead Ad Submitted to Change Score to Assign Insightly Owner

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Facebook Lead Ad Submitted to Change Score to Update Insightly Contact Field

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Insightly Opportunity Status Change to Remove From Facebook Custom Audience to Change Score

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Insightly Opportunity Status Change to Has Submitted Facebook Lead Ad to Change Score

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Insightly Contact Field Change to Has Submitted Facebook Lead Ad to Change Score

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Facebook Lead Ad Submitted to Assign Insightly Owner to Change Score

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Facebook Lead Ad Submitted to Has Submitted Facebook Lead Ad to Change Score

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Check Insightly Opportunity Stage to Remove From Facebook Custom Audience to Change Score

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Facebook Lead Ad Submitted to Change Score to Create Insightly Project

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Add Insightly Opportunity to Add to Facebook Custom Audience to Change Score

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Insightly Opportunity Status Change to Change Score to Add to Facebook Custom Audience

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Insightly Contact Field Change to Remove From Facebook Custom Audience to Change Score

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Insightly Opportunity Status Change to Change Score to Remove From Facebook Custom Audience

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Check Insightly Contact Field to Change Score to Add to Facebook Custom Audience

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Check Insightly Contact Field to Add to Facebook Custom Audience to Change Score

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Facebook Lead Ad Submitted to Assign Insightly Task to Change Score

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Showing 20 journey ideas for Facebook, Lead Scoring and Insightly

About the Facebook integration

Facebook is an online social networking service that allows its users to connect with friends and family as well as make new connections. It provides its users with the ability to create a profile, update information, add images, send friend requests, and accept requests from other users. Its features include status update, photo tagging and sharing, and more.

About the Lead Scoring integration

Autopilot makes it easier than ever to score your leads. It's all visual and easy to setup, so everyone on your team can get involved. On top of this, you can use the Change Score action to increase or decrease any number field. This means you can go beyond lead scoring and score other things that matter to your team such as product usage, email interactions (e.g. number of opens) and more.

About the Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Facebook integration, Lead Scoring integration and the Insightly integration.

Journey Triggers

Facebook Lead Ad Submitted
Add a contact to a journey when they submit a Facebook Lead Ad.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

Conditions

Has Submitted Facebook Lead Ad
Check if a contact has previously submitted a specific Facebook Lead Ad.

Journey Actions

Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
Change Score
Increases or decrease a number field by a specific amount.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Facebook, Lead Scoring and Insightly.